by EquityEffect

EquityEffect is the only fully-integrated portfolio and cap table management platform investors will ever need. Our software will provide a single source of truth view across all your portfolio company cap tables and waterfalls enabling investors to gain visibility into the performance of all their investments, companies, and funds.
Say goodbye to sloppy data, and enjoy an accurate view of your fund performance.
Learn more about EquityEffect
EquityEffect is the only fully-integrated portfolio and cap table management platform built for venture capital firms.
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by Eze Software

SS&C Eze's award-winning Investment Suite features a set of fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Applications can be combined together for a seamless front-to-back workflow, used standalone, or integrated with other third-party systems.
Learn more about Eze Investment Suite
Eze products, by design, solve clients' unique and growing needs with highly configurable, expansive, and integrated software.
Learn more about Eze Investment Suite

by Carta

Carta combines best-in-class service and technology to provide up-to-date fund metrics like deal IRR for venture capital firms. Founded in 2012, Carta started by helping venture-backed companies manage their cap tables. Since then we have built an experienced fund administration team, and support over 170 firms with over $8 billion in assets under administration.
Learn more about Carta for Investors
Carta is the investment and ownership platform for VC firms and their portfolio companies.
Learn more about Carta for Investors

by Altvia Solutions

AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition.
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Manage fundraising, deal flow, due diligence, and portfolios. For alternative asset fund managers and institutional investors.
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by HedgeGuard

HedgeGuard is a fintech that works closely with the buy side community (Hedge Funds,Crypto Funds, Asset Managers, and Family Offices) on helping them achieve optimal portfolio management and operational efficiency.
Our product offering is comprised of our cloud-based Portfolio Management System and outsourced Middle Office service. These solutions have been built by ex-buy side professionals who know the challenges faced by portfolio managers in todays increasingly competitive environment.
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Our PMS is a full front-to-back software providing portfolio managers and buyside teams with all the tools required to run their funds.
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by Foundersuite

THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 121,000+ investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations.
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SOFTWARE FOR RAISING ANGEL, SEED & VC. Foundersuite makes the leading Investor CRM + an Investor Database and Investor Updater tools.
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by eFront

eFront Insight LP - The eFront Insight platform integrates data directly from eFront Data Intelligence, eFronts best in class data service. Sourced directly from GPs and subjected to rigorous validation protocols, EDI data has become the standard for data granularity and integrity. Fund-level data and precise benchmarks are also integrated directly from PitchBook in order to boost the agility and efficiency of private market analyses.
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Leverage granular investment data, reliable benchmarking technology and a powerful platform to generate unprecedented levels of insight
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by FINARTIS

Prospero suite of solutions are precisely fitted to the needs of specific segments of the financial services industry: Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management.
Prospero covers all financial, transactional, processing and reporting needs from the Front-Office to the Middle and Back-Office areas.
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Prospero covers Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management.
Learn more about Prospero

by Broadridge Financial Solutions

Get an independent, auditable and accessible book of record from a reliable partner. We deliver complete, accurate and timely information and visualization to support trading, compliance, fiduciary oversight and other critical investment management functions.
Our award-winning solution includes a global asset class, multi currency, real-time platform with professional accounting services to produce your investment book of record.
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Gain complete, accurate and timely information to support investment management functions.
Learn more about Broadridge Investment Accounting

by Stessa

Stessa makes it easy for property investors to track, manage and communicate the performance of their real estate investments, for free. Over 10,000 investors use Stessa to save time and optimize their single-family rentals and multifamily buildings with Visual performance dashboards, Automated income and expense tracking, and Tax-ready financial reports
Get started in minutes: add your properties, link your financial accounts, and everything updates in real-time.
Allows investment property owners to track, manage and communicate the performance of their real estate portfolio.

by Investor Management Services

Investor Management Services (IMS) is the leading investor management software platform for CRE owners and investment firms. Today, we have over 500+ customers who have been able to reallocate thousands of hours back to value-add activities for their 75,000+ investors. The IMS Platform is being used to manage $45+ Billion in equity. Commercial real estate firms have used IMS to save time and resources, drive value, and improve the investor experience.
Providing real estate investment firms with CRM, investor dashboards, document management, distribution calculations, & analytics.

by AlternativeSoft

Since 2005, AlternativeSoft has simplified the fund selection and portfolio construction process for investors by creating a personalised investment universe driven by state-of-the-art analytics.
With a total combined AuM over $1.5tn worldwide, some of the worlds largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse their multi-asset class portfolios.
An award-winning provider of quantitative analytics specialising in asset selection, portfolio construction & customised reporting.

by eMoney Advisor

eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.
eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility and security.

by Covercy

Covercy Terra - Delight your investors, Delegate your back office.
Terra makes it easy for Investors to complete the investment process faster, enables you to send multiple capital calls with a few clicks and most of all gives you complete control and tracking over the entire process.
Terra makes it easy for investors to complete the investment payment process seamlessly and gives investment managers complete control

by Macroaxis

Ready-to-use presentation of financial analytics that can be distributed instantly including free asset allocation and portfolio optimization
Ready-to-use presentation of financial analytics that can be distributed instantly.

by Advicent

Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis.
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals

by FactSet Research Systems

FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For.
FactSet provides integrated software and data solutions to investment professionals.

by Chartsmart Software

Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.
Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.

by ProTrak International

Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm.
An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms

by Stock Portfolio Organizer

Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas.
An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs

by FACT Software Group

Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets.
Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots.
Includes full accounting : prepare P&L & Balance Sheet for each Family Member.
For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.
* Automatic Mark-to-Market Reports
* Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating

by fi360

The fi360 Toolkit is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent investment process. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The fi360 Toolkit promotes compliance, empowers users with better information, and provides a differentiator that fosters better, stronger client relationships.
The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.

by FA Solutions

With us you'll have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, CRM and sales. We're the leading provider of investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries. We're a combination of strong knowledge in financial industry and high-level technical skills, and we work closely in partnership with you to accomplish your business goals.
With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.

by Ipreo

Ipreo's iLEVEL platform is a cloud-based portfolio monitoring solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios.
iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and centrally storing it. iLEVEL dramatically reduces time and effort expended by your front and back offices while supporting a new level of integrity, insight, and responsiveness for the entire firm.
Ipreo's iLEVEL platform is the industry leading cloud-based portfolio monitoring solution for private capital investors.

by CREModels

Upgrade your commercial real estate acquisitions and development team with a platform designed to turbocharge your team. The CRE Suite brings efficient collaboration and cross-platform integration along with interactive online tools that allow you to crush the competition.
Real estate investment analysis platform designed from the cloud up to turbocharge acquisitions teams.

by MetaQuotes Software

TeamWox is a groupware system designed to optimize the business management. This is a web application including HRM, Document and Task management, CRM, Service Desk and Live Chat for customer feedback management, IP PBX tools.
Using this collaboration software, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information.
Try the free-of-charge on-premises for up to 10 users or two-month Trial SaaS version.
TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.

by Parilux Investment Technology

Portfolio Management System designed for Endowments, Foundations, Fund of Funds, Consultants, and Pension Funds. We provide a comprehensive operating solution to help track exposures, measure performance, complete due diligence, and manage documents across all asset classes.
Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.

by Ledgex

Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions.
The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm.
Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

by Cap Hedge Ventures

The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions.
FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.

by Integrated Digital Systems

VESTIO is the Wealth & Asset Management Software Solution that offers comprehensive coverage and complete automation of the entire investment chain. Catering to the comprehensive needs of Investment Companies, Wealth Managers, Traders, Hedge Funds, and Family Offices by presenting effective management, monitoring, and control of their core operations.
VESTIO is the Wealth & Asset Management Software Solution that offers comprehensive coverage and automation of the entire investment.

by M2Wealth

M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticated Return Performance measurement, facilitate regulatory compliance, and extensive CRM features.
Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement

by Complex Interests

Ultra-high-net-worth families are complex (diverse investments, complicated estate plans, ...), which creates a need for a family steward to manage the complexity and ensure the family continues as a going concern for generations to come. Complex Interests fosters the 6 elements of family stewardship: 1) complete family inventory, 2) document repository, 3) relationship diagrams, 4) notice of upcoming expiration dates, 5) institutional memory of legal/tax strategies, and 6) list of to-do items.
"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.

by Ionic Information

Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard.
Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard.

by Obsidian Suite

SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the convenience. All data entered in documents is stored in KYC vaults notifying you of upcoming maturities, ID expiries, and is used to pre-populate all future docs to ensure a 98% time reduction for complex documents.
Other Obsidian Suite products include: IR portals, business intelligence, CRM & more!
Obsidian SmartDocs is the industry leading solution providing electronic subscriptions and KYC docs for investment firms.

by Plaid

Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data.
Plaid is a technology platform that enables applications to connect with users bank accounts.

by AppFolio

AppFolio Investment Management is a smarter, all-in-one software solution designed for real estate investment management that empowers managers with flexible tools for fund management and syndication. Investment Managers can respond quickly to questions, with key data securely stored and right at their fingertips, while providing a better, personalized experience for investors. Learn more about AppFolio Investment Management.
AppFolio Investment Management is designed for real estate investment management.

by Dolphin Enterprises

Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income.
Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.

by Vermilion Software

Specifically designed to address all these critical business issues within a single integrated enterprise client reporting software solution.
Designed to address all these critical business issues within a single integrated enterprise client reporting software solution.

by Cogendi

C*neo brings together all aspects of the investment process for funds of funds and professional investors in a single platform thereby enhancing the overall fluidity of the management system: selection of investments, portfolio management, monitoring of risks and compliance, tracking of investors, corporate strategy and dashboards.
All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.

by Charles River

Award-winning software for all security types that enhances investment management operations from decision support through settlement.
Award-winning software for all security types that enhances investment management operations from decision support through settlement.

by GlobalBackOffice

The solution includes an accounting engine and general ledger; a financing module; collateral and margin reports as part of a risk module; a centralised counterparty module for compliance; a centralised security and market data module; a central rates and fees template engine which can drive fees, commissions, margin, and financing rates; a stock loan module; and a configurable client P&L module. We have integrated with DMA trading platforms, prime brokers, fund administrators, custodian banks.
The ideal solution for a broad range of financial services firms from prime brokers to family offices.

by Financial Information Network

On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.
On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.

by PriceMetrix

ValueOne is a practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business. Targeted towards U.S. and Canadian companies with 50+ brokers, ValueOne has been designed exclusively for the investment industry and offers a rich suite of practice management tools, detail business intelligence reporting and access to our in-house expertise - all accessible via our secure web portal.
Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.

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